Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., March 07, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) today announced that money advisors Richard DeYoung and Jessica Boehm have released a new impartial apply, Highland Wealth Companions, by means of affiliation with LPL Strategic Wealth Services, a system designed to assist the exceptional needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served close to $280 million in advisory, brokerage and retirement prepare belongings.* They be a part of from Wells Fargo Advisors.

The seasoned advisors fulfilled 4 a long time ago, striking up an immediate friendship and partnership, each recognizing they convey various strengths to the crew. DeYoung has 40 several years of marketplace encounter, starting off as an intern in the finance department of his alma mater, Stephen F. Austin Condition College, ahead of shifting to a job as an advisor. Boehm commenced working as a receptionist in her father’s expenditure setting up organization. She grew to become fascinated with investing and locating approaches to grow clients’ prosperity, afterwards signing up for the organization as a economical advisor though pursuing an economics diploma at the University of Houston.

Both of those advisors have a passion for financial investment arranging and delivering a significant degree of palms-on, personalized prosperity administration expert services. With administrative assistance from Debbie Gregori and Cindy Binn, the workforce acts as a “financial quarterback” to aid serve their clients’ detailed money requirements. They handle assets for people today, trusts, non-profit organizations and organizations.

Looking for a lot more flexibility and the ability to function their business enterprise on their individual conditions, DeYoung and Boehm chose to launch their unbiased apply in The Woodlands, Texas. “In naming our observe, we chose ‘Highland’ simply because it definitely fits with our vision of elevating the financial preparing expertise. We want to continue on to raise the bar for ourselves and deliver our clientele with elevated, individualized company ordeals,” Boehm reported.

Video clip: Satisfy Richard and Jessica

“After very careful analysis, we chosen LPL Fiscal because of its deep motivation to supporting our organization, and in turn, our customers,” DeYoung explained. “It was critical for us to be with a companion that prioritized our clients’ requires and interests higher than every thing else. LPL’s complete aid, technology and exploration, alongside with their transparency as a publicly traded organization and perseverance to independence and decision, will allow us to present clientele with a large assortment of diligently evaluated, non-proprietary investment decision items.”

Personalized guidance from LPL Strategic Wealth Companies
The Highland team selected to join LPL Strategic Wealth Expert services for the additional layer of individualized assistance and assets. Not only do Strategic Wealth advisors have obtain to LPL’s integrated prosperity administration platform, they also profit from dedicated guidance for daily operations and lengthy-term small business management. Groups are supplied with award-successful*** transition help suitable from the begin, as properly as ongoing strategic, administrative, marketing and advertising and CFO guidance that allows advisors to stay concentrated on the enduring requires of their consumers, society and evolution of their apply. “With Strategic Wealth Expert services, everything is presently created in and we’re not on our own. This way, we can aim on what we do greatest and delight in currently being advisors,” Boehm claimed.

It was also crucial for the group to be ready to take out expense minimums, as nicely as supply increased know-how and organizing tools. “The move permits us the biggest potential to provide our clients significantly more of our awareness and perform in the greatest capacity to aid provide their economic desires,” DeYoung reported.

Scott Posner, LPL executive vice president, Small business Development, said, “It is an honor to welcome Richard and Jess to the LPL group. We congratulate them on the launch of their new impartial practice and are deeply committed to supporting them along just about every stage of this exciting new journey. The LPL Strategic Prosperity Solutions platform empowers advisors to improve their organization on their possess phrases, backed by progressive know-how, robust business answers and a committed crew to assist their technique and eyesight. We look forward to encouraging the Highlands staff elevate their clients’ encounters and are optimistic for what the potential retains with this wonderful workforce.”

Learn much more at https://www.highlandwealthpartners.com/

Advisors, find an LPL company improvement representative near you.

About LPL Fiscal:
LPL Financial (Nasdaq: LPLA) was founded on the theory that the company should really function for the advisor, and not the other way all over. Nowadays, LPL is a leader in the markets we serve,** supporting practically 20,000 financial advisors, and somewhere around 800 institution-based expenditure applications and 500 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that Us citizens ought to have accessibility to personalised assistance from a economic advisor. At LPL, independence signifies that advisors have the liberty they have earned to opt for the organization model, services, and engineering assets that make it possible for them to run their great apply. And they have the flexibility to take care of their customer interactions, for the reason that they know their purchasers finest. Merely place, we take care of our advisors, so they can choose treatment of their consumers.

* Value approximated centered on asset and holding specifics presented to LPL from the calendar year 2021

**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S. (Dependent on full revenues, Money Setting up journal 1996-2021) No. 1 service provider of 3rd-party brokerage providers to financial institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 Organization as of June 2021. LPL and its affiliated businesses offer fiscal products and services only from the United States.

*** 2021 WealthManagement.com Award Winner, Custodian- Changeover Aid

Securities and advisory companies available by LPL Fiscal LLC, an SEC-registered broker-dealer and expense advisor. Member FINRA/SIPC. 

During this communication, the phrases “financial advisors” and “advisors” are utilized to refer to registered reps and/or expense advisor reps affiliated with LPL Financial LLC. We routinely disclose facts that might be important to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

Highland Wealth Partners and LPL Monetary are different entities.

Hook up with Us!





Media Get hold of:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]